金吾财讯 | 华泰证券预计1月CPI同比录得0.2%、主要受春节因素影响，资源品价格上涨或带动PPI同比较去年12月的-1.9%继续收窄至-1.5%。1月PMI出厂价格较12月上升1.7个百分点至50.6%、预计1月PPI环比延续回升态势。该机构预计1月新增人民币贷款、新增社融分别录得4.9万亿、7.1万亿，较去年高基数同比略少增，对应人民币贷款及社融同比略回落至6.2%/8.2%。该机构预计M1/M2同比小幅回升至6%/8.7%。整体而言，剔除春节波动，1月出口景气度仍然维持强劲，而内需暂稳但持续性有待观察。关注1）地产需求企稳持续性。2）财政发力节奏。
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